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Edward Jones Financial provides personal financial advisory and investment services through a network of local branch offices across North America. Clients receive face-to-face guidance from a single-branch financial advisor who helps with planning, retirement, and wealth management, using a long-term relationship model. The company operates with a one-broker-per-office approach and emphasizes in-person, regionally accessible service rather than pushy sales tactics, aligning advisor and client interests through employee ownership and private partnership (the firm has never gone public). Unlike many brokers that focus on urban centers, Edward Jones started in rural and small-town markets and expanded nationally, maintaining a large footprint of branch offices and a focus on main-street communities. Its goal is to make financial advice personal and accessible to all, helping clients grow and protect their wealth over time.
Industries
Financial Services
Company Size
10,001+
Company Stage
Late Stage VC
Total Funding
$278.8M
Headquarters
Des Peres, Missouri
Founded
1922
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Total Funding
$278.8M
Above
Industry Average
Funded Over
8 Rounds
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Financial advisor, former banker joins Edward Jones. The financial services firm Edward Jones has hired Kristeena McBride Beasley as the new financial advisor for Sherlon Belk's branch office located at 4061 Capital Drive in Rocky Mount. The branch is just off Sunset Avenue in the suite of business offices across from Ample Storage Center. Beasley, a Rocky Mount native and former banker, said she is enthusiastic about taking over the office. "I joined this firm because I was impressed with its commitment to individual investors," she said. "Now I'm looking forward to meeting with the individuals here to help them meet their financial goals." Beasley has 25 years of experience in the financial services industry. She received a bachelor's degree from N.C. Wesleyan University, and her professional experience includes working in private banking, wealth management and business banking all focused in eastern North Carolina. Teach Beasley and senior branch office administrators Alison Bradley and Sara Perdue at 252-937-6997. Beasley's website is edwardjones.com/kristeena-beasley. Edward Jones is a leading North American financial planning firm in the U.S. and through its affiliate in Canada. The firm's more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.4 trillion in client assets under care as of Sept. 26. Edward Jones' purpose is to serve as a partner in improving the lives of its clients and colleagues. The firm is committed to helping people achieve financially what is most important to them.
Aboon secures $17.5M in seed funding to redefine retirement plan management for advisors. Aboon, an artificial intelligence-powered third-party administrator built for financial advisors, has raised $17.5 million in seed funding led by Bain Capital Ventures, with participation from Altai Ventures, Runyon, Edward Jones Ventures, Outpost Ventures, and EJF Ventures. Founded in 2023 by CEO Nick Gavronsky and COO Amy Ouellette, Aboon's platform streamlines how advisors help business-owner clients design, launch, and manage 401(k) plans. By automating plan setup, pricing, participant onboarding, and compliance, the firm reduces what can be a months-long process to as little as a day, while integrating with record keepers such as Capital Group, Empower, and Manulife John Hancock. The company's growth comes as the U.S. enters "Peak 65," when a record number of Americans reach retirement age each year. With more small businesses seeking cost-effective retirement options, Aboon's advisor-focused model positions firms to meet rising demand efficiently and at scale.
AI-powered Aboon secures funding to help advisors create 401(k) plans for business clients in minutes instead of weeks.
Grantd, a Denver, CO-based provider of an AI-powered equity compensation planning platform, raised an undisclosed amount in funding
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Industries
Financial Services
Company Size
10,001+
Company Stage
Late Stage VC
Total Funding
$278.8M
Headquarters
Des Peres, Missouri
Founded
1922
Find jobs on Simplify and start your career today